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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,880 | $157,276+121.8% | $141,177+147.1% | $152,885+128.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.20% | 64.33%-50.1pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $2,406 | $5,262-54.3% | $4,736-49.2% | $4,763-49.5% |
| Participant deferral / active EE | $750 | $7,110-89.5% | $6,710-88.8% | $5,851-87.2% |
| Admin fee / account holder | $1,354 | $12,123-88.8% | $10,263-86.8% | $11,598-88.3% |